Private Client Investment Consultant

Be part of an entrepreneurial Multi Family Office redefining modern wealth advisory. With a strong investment focus and a commitment to independent, tailored solutions, the firm provides a high-performance platform for commercially driven professionals looking to build long-term client relationships and grow with the business.

Title:Private Client Investment Consultant (Mandarin speaking)

Location: Central London

Salary: £30,000 base salary + generous uncapped commission (realistic OTE £60,000–£90,000)

Languages: Native Mandarin and fluent English

Job type: Full time, permanent

Key Responsibilities

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• Develop and implement sales strategies to acquire new clients and expand business relationships, with a focus on High-Net-Worth individuals and families.
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• Build and maintain strong relationships with existing clients, understanding their family wealth aspirations and providing tailored advice.
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• Conduct market research and analysis to identify new business opportunities.
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• Collaborate with internal teams to develop customized family wealth solutions for clients and create a network and ecosystem of external advisors.
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• Meet sales targets and contribute to the overall growth of the firm.
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• Ensure effective risk management and maintain appropriate controls throughout the sales process.
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Preferred Qualifications and Experience

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• Native-level Mandarin and fluent English are required for this role.
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• Ideally 2–3 years of experience in sales or relationship management, with exposure to HNWIs.
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• Relevant qualifications (e.g. IMC, CFA, IAD, RDR, etc.)
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• CF30 status (preferred)
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• Ability to digest information, take instructions, ask questions, and communicate effectively with all stakeholders.
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• Experience in event management, business development, and PR responsibilities would be considered favourably.
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• Key qualities: trustworthy, reliable, tenacious, resilient, thorough, and excellent attention to detail.
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